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Portfolio (Quarterly) Guide ↗

Bryn Mawr Trust Advisors, LLC

· CIK 0001700481
13F Portfolio $2.3B AUM 457 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 144 Added 163 Reduced 16 Exited
Page 7 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IEFA ISHARES TR 37,383.0 $3.6M 0.16% +294.0 +0.8% $96.58 +4.5%
122 GLW CORNING INC Technology 13,969.0 $3.6M 0.16% -779.0 -5.3% $255.43 -40.7%
123 LOW LOWES COS INC Consumer Cyclical 15,854.0 $3.5M 0.15% -205.0 -1.3% $220.49 -4.2%
124 AMGN AMGEN INC Healthcare 9,560.0 $3.5M 0.15% +678.0 +7.6% $362.11 +22.1%
125 MUB ISHARES TR 31,559.0 $3.4M 0.15% +4K +13.0% $107.62 -2.0%
126 TSLA TESLA INC Consumer Cyclical 7,939.0 $3.3M 0.15% +361.0 +4.8% $420.59 -18.1%
127 IWB ISHARES TR 8,066.0 $3.3M 0.14% -58.0 -0.7% $409.50 +2.4%
128 PTNQ PACER FDS TR 37,168.0 $3.3M 0.14% -342.0 -0.9% $88.65 -3.4%
129 BSV VANGUARD BD INDEX FDS 41,370.0 $3.2M 0.14% $77.91 -0.3%
130 IWP ISHARES TR 21,936.0 $3.2M 0.14% +7K +48.1% $146.41 -2.5%
131 TXN TEXAS INSTRS INC Technology 10,725.0 $3.2M 0.14% +219.0 +2.1% $298.07 -12.0%
132 KHC KRAFT HEINZ CO Consumer Defensive 131,920.0 $3.1M 0.14% -9K -6.1% $23.62 +4.2%
133 INTU INTUIT Technology 11,894.0 $3.1M 0.14% -4K -23.2% $261.01 +31.9%
134 ACN ACCENTURE PLC IRELAND Technology 24,511.0 $3.1M 0.13% -897.0 -3.5% $124.44 +46.1%
135 NKE NIKE INC Consumer Cyclical 74,228.0 $3.0M 0.13% -6K -7.4% $41.05 -5.9%
136 IWS ISHARES TR 18,127.0 $3.0M 0.13% +4K +32.4% $164.60 +4.5%
137 AMTM AMENTUM HOLDINGS INC Industrials 141,443.0 $2.9M 0.13% +25K +21.0% $20.67 -0.4%
138 VGT VANGUARD WORLD FD 23,995.0 $2.9M 0.12% +21K +775.1% $119.52 -1.4%
139 MTB M & T BK CORP Financial Services 11,663.0 $2.8M 0.12% $238.01 +1.5%
140 PWR QUANTA SVCS INC Industrials 3,719.0 $2.7M 0.12% -799.0 -17.7% $720.04 -14.7%
Page 7 of 23  ·  457 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.6%
Financial Services 14.5%
Healthcare 13.2%
Industrials 8.6%
Consumer Cyclical 7.0%
Communication Services 6.8%
Consumer Defensive 6.2%
Energy 4.9%
Utilities 3.4%
Basic Materials 1.7%